For your insured employees
The insured employees receive an invitation by e-mail to set up their individual 1e account. Once the onboarding is done, the 1e account can be managed via the finpension app.
Support onboarding
Your insured are supported in the digital onboarding process to set up their 1e account. First, the individual risk profile is evaluated. In a second step, a suitable investment strategy can be selected.
Performance overview
The performance and the transactions in the 1e account can be viewed in full at any time (savings contributions, purchase or sale of fund units, fees, etc.). In addition, a performance report can be downloaded as a PDF.
Strategy changes
The insured persons can change the investment strategy online at any time. On the second bank working day of the week, the portfolio is adjusted to the newly selected strategy.
Pension plan and statement
Insured persons can see their pension plan and download the pension statement as a PDF.
Voluntary purchases
The insured persons can calculate the maximum amount for voluntary purchases in a digital process and make voluntary purchases without any paper work.
Competent contact persons from finpension are available to the insured employees at all times if they have any questions.